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Bloomberg

Utilities are racing to order transformers and switchgear to connect data center...

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What this article backs

• Electricity Grid Strain ↑ Grid Equipment Demand
• Grid Equipment Demand ↑ Eaton

• Electricity Grid Strain increases Grid Equipment Demand.
• Grid Equipment Demand increases Eaton.

In its own words

Utilities are racing to order transformers and switchgear to connect data centers.

Eaton said data-center electrical orders drove a record backlog.

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